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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,204 | $150,442-83.9% | $136,295-82.2% | $147,585-83.6% |
| Participation rate | 91.3% | 84.4%+6.9pp | 81.9%+9.4pp | 82.8%+8.5pp |
| Annual return | 41.39% | 1049.09%-1007.7pp | 5155.97%-5114.6pp | 578.56%-537.2pp |
| Employer contribution / active EE | $2,430 | $5,256-53.8% | $4,695-48.2% | $4,876-50.2% |
| Participant deferral / active EE | $9,509 | $6,630+43.4% | $6,247+52.2% | $5,439+74.8% |
| Admin fee / account holder | $132 | $10,905-98.8% | $9,243-98.6% | $10,885-98.8% |